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Friday links: a universal annoyance
StrategySix options on how to invest in a low-return world. (bloomberg.com)Markets are always evolving and you only know a little bit. (awealthofcommonsense.com)The case for stock buybacks....
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Longform links: not simple and straightforward
FinanceRobert Seawright, "Stories are culture’s way of teaching us what is important." (rpseawright.wordpress.com)Is Bridgewater Associates a "hedge fund or social experiment"? (nytimes.com)Finance...
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Saturday links: humility and decency
AutosWhat automakers can learn from airline automation. (bloomberg.com)BMW is pushing to electrify its entire lineup of cars. (bloomberg.com)Ferrari ($RACE) is finally seeing some success on the F1...
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Top clicks this week on Abnormal Returns
Top clicks this weekLooking for cheap stocks? Here are some holes to fish in. (bloomberg.com)Six options on how to invest in a low-return world. (bloomberg.com)Do less, in a disciplined fashion....
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Sunday links: a grander scale
MarketsThe US dollar has not been this oversold in nearly a decade. (seeitmarket.com)Robert Shiller, "Mass psychology appears to be in a different, calmer place." (nytimes.com)Bonds are still not much...
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ETF links: a smart price war
Fee warThe plain vanilla ETF category is undergoing a brutal price war. (marketwatch.com)Goldman Sachs ($GS) is not afraid of a price war. (institutionalinvestor.com)The Global X U.S. Preferred ETF...
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Thursday links: the short-term temptation
StrategyBeware extremist bond market calls. (pragcap.com)Good luck using that machine-learning algorithm to pick stocks. (ftalphaville.ft.com)Is value investing dead?...
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Podcast links: ruining your run
The bizHow listening to a podcast could ruin your run. (telegraph.co.uk)FInance and economicsBarry Ritholtz talks with Paul Wilmott author of "The Money Formula: Dodgy Finance, Pseudo Science, and How...
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Friday links: deliberate experimentation
MarketsLooking for reasons behind the recent MLP sell-off. (sl-advisors.com)Perma-bears are not playing the odds. (theirrelevantinvestor.com)Notes from the Capitalize for Kids Conference 2017....
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Longform links: a growth mindset
InvestingTwo longer interviews in the most recent Graham and Doddsville newsletter with Howard Marks and Paul Sonkin and Paul Johnson authors of "Pitch the Perfect Investment." (www8.gsb.columbia.edu)A...
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Saturday links: moving forward
EVsThe Chevy Bolt is the "first practical, mass-market electric vehicle." (marketwatch.com)Tesla ($TSLA) is having significant challenges with the Model 3. (mondaynote.com)Battery packs are going to...
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Top clicks this week on Abnormal Returns
Top clicks this week The stock market is horribly overbought. (pensionpartners.com)Some tips on how to become more of a minimalist. (medium.com)Five things you can safely ignore. (priceactionlab.com)A...
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Sunday links: given a blank slate
MarketsFriday was revenge of the megacap tech stocks. (wsj.com)Consumer discretionary stocks are outperforming consumer staples. (jlfmi.tumblr.com)Beef prices are on the rise for the first time in a...
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ETF links: raised stakes
The bizThe Nasdaq and its ETF business partner, ETF Managers Group LLC, are in the midst of an ugly legal battle. (wsj.com)Insurance companies are pushing hard into ETFs. (etf.com)USAA is now in the...
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Monday links: thoughtless bearishness
MarketsEquity asset classes dominate trailing 12-month performance. (capitalspectator.com)Stocks could melt up AND volatility could rise, simultaneously. (themacrotourist.com)StrategyUrban Carmel,...
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Research links: allocating active risk
FactorsFive takeaways about implementing factor-based strategies. (alphaarchitect.com)How a diversified portfolio of factors could take on the S&P 500. (investresolve.com)Factor-wise, dividend...
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Tuesday links: the basic mechanics
MarketsFinancial and technology have led the stock market over the past twelve months. (capitalspectator.com)The Nasdaq rally is quite top-heavy. (jlfmi.tumblr.com)StrategyRotating from growth to value...
View ArticleWhat books Abnormal Returns readers purchased in October 2017
Another month, another bestseller list dominated by reduced price Kindle books. Our readers are apparently a value-sensitive bunch and picked up a slew of copies of Stick with It: A Scientifically...
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Personal finance links: retirement saving misconceptions
Retirement savingsThere is nothing magical about 401(k) plans but you still need a replacement. (bloomberg.com)Why the 401(k) shouldn't be how we organize retirement savings. (theatlantic.com)Three big...
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Wednesday links: factually true
October marketsEmerging markets equity led major asset class performance in October. (capitalspectator.com)Another month, another month of payoff to beta....
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